| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 35,600 | 10,000 | 40.00% | ||
| 2 | SVB WEALTH LLC | 25,000 | 7,000 | 28.00% | ||
| 3 | ABNER HERRMAN & BROCK LLC | 16,850 | 5,000 | 20.00% | ||
| 4 | VAUGHAN DAVID INVESTMENTS LLC/IL | 10,000 | 3,000 | 12.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
